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郭思治: 業績添增長動力 麗年國際(09918.HK)有望爆升
阿思達克 04-04 09:06
香港股票分析師協會副主席郭思治稱,港股跌破兩萬點之後,雖然在阿爺的口頭支持下很快回到兩萬以上,但後繼無力,目前仍在兩萬一至兩萬三之間整固。不穩定因素如俄烏戰爭、疫情,就像香港的天氣一樣,偶有曙光但依舊陰雨綿綿,總體市場情緒審慎不樂觀,短期內持盈保泰爲上,釋放出來的資金建議投入這段時期橫行,但日後具備上升潛力的股票,例如麗年國際(09918.HK)。 目前來看,股市最大的不穩定因素依然是戰爭與疫情,就這一段時間的情況判斷,疫情一定比戰爭持久。縱觀兩年多的疫情持久戰,有的公司被打敗了,有的公司卻越戰越強。 正如麗年國際在業績公告所說:「縱使諸多變數,前途難測,仍篤信不疑,鉛華盡,意尤盛。」正是這種危中尋覓機會的管理態度,公司成功重回業績增長軌道。根據公司披露的2021年全年成績單,去年全年純利大升差不多13倍到2,012萬港元,上市兩年來都有派息回饋股東,今年每股股息0.0025港元,合共派息500萬元。 由於公司對危機的應對觸覺十分敏銳,就算收入在去年第四季度因爲疫情緩和而反彈,麗年國際管理團隊依然積極引進新的管道產品以拓展新客戶,並且開發自主品牌產品將成爲企業發展的潮流與方向。公司入股Talentone Technology Limited股權一事在今年短短一個季度已經有良好的正面進展,可見管理團隊的高效。 公告稱,由於Talentone已獲得美國一間財富榜百強公司的許可,可於其日常業務過程中作爲批發分銷商在某些產品中使用許可商標,以及在該公司70多個國家的1,200多個地點分銷帶有其許可商標的產品,預料此項投資會爲麗年帶來不少進賬。更甚者,Talentone將指定麗年作其主要供應商,保障麗年未來訂單量,麗年將在地板護理產品領域獲得絕佳增長機會,業務版圖亦可實現極大擴展。 本業重回正軌,配合積極的擴寬收入來源動作,整體業務增長有望高速復甦,這些利好因素預料會於中期業績反映。麗年無論基本面還是前景均有利帶動股價以倍數爆升,加上年年有息收,宜放長線釣大魚,短期目標看0.18元。 (筆者爲證監會持牌人)~
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